Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This material is structured for

...

staff members who are new Prevail users.

Although

...

similar to the staff training

...

plan, this

...

plan has additional material designed for users entirely unfamiliar with Prevail.

Whether your firm is new to Prevail and setting it up, or you are new to the role and are seeking training, welcome to Prevail yoU! We’ve got you!

...

New User Training

...

Topic

...

Link to video

...

User Settings

...

How-To Modify User Settings

...

Help Dropdown

...

How to Access Help in Prevail

...

Home Tab

...

The Prevail Home Tab

...

Outlook Calendar Sync

...

How-To Calendar Sync

...

Calendar and Tasks

...

Calendar Informational

...

Combined Search Tool

...

How to Use Search Tool in Prevail

...

Power Search Tool

...

E-Training 86: Prevail Power Search

...

Contacts

...

Specific information about Prevail Premium Features is listed in the Premium Features training.

A comprehensive training plan for staff members is listed in the Staff Training plan.

New User Training

Training Material Link

Instructions and Video Link

Direct Video Link

1.

Modifying User Settings

Modifying User Settings

2.

Accessing Prevail Help Dropdown

Accessing Prevail Help Dropdown

2.

Prevail Home Tab

Prevail Home Tab

3.

Outlook Calendar Sync

Outlook Calendar Sync

4.

Calendar and Task Informational

Calendar and Task Informational

5.

Prevail Search Tool

Prevail Search Tool

6.

Prevail Power Search Tool

Prevail Power Search Tool

7.

Create and Delete Contacts

Create and Delete Contacts

8.

Creating Matter/Prospect from a Contact

How to Create

Creating a Matter/Prospect from a Contact

9.

Text Messaging 

VIDEO INCOMPLETE--BUG DELAY

Text Messaging**Video Under Construction

10.

Attaching Other Contacts to a Matter (Related Parties Tree)

How-To

Attaching Other Contacts to a Matter

History 

How to

(Related Parties Tree)

11.

Add, Delete, and Retrieve Deleted History Entries

Add, Delete, and Retrieve Deleted History Entries

12.

Prevail Grid Layouts

Prevail Grid Layouts

13.

E-mailing

Enable Desktop Outlook Email Add-In

Attaching Outgoing Emails in Prevail

How-to

Attach Incoming Emails

in How-to

to Prevail

Document Merge

14.

Generating a Merge Document for a Matter

Generating a Merge Document for a Matter

15.

Using the Prevail Connector Tool

E-Training 41:

Using the Prevail Connector Tool

16.

Medical Tab Overview

How-to-

Medical Tab Overview

17.

Claims Tab

Adding a New Claim to the Claims/Process Tab

Updating

the

Claim Status

of a Claim

on the Claims/Process Tab

18.

Running Reports

E-Training 76: How-To Running Reports

in Prevail

Running Reports in Prevail

19.

Sticky Notes

E-Training 52: How-To

Sticky Notes

20.

Enabling The Do Not Disturb Mode

E-Training 07: How to Turn on the

Enabling The Do Not Disturb Mode

Have specific training related questions? We’re glad to help. Contact us at training@prevail.net